WALSH & ASSOCIATES, LLC
C40
CRD 144441·SEC 801-77605·SARASOTA, FL
AUM
$827.7M
$500M-$1B
Est. Revenue
$8.3M
@ 1% on AUM
Est. EBITDA
$2.5M
@ 30% margin
Est. Deal Value
$19.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $291.0M
'21 · $381.9M
'22 · $490.0M
'23 · $580.2M
'25 · $660.2M
'26 · $827.7M
'20'26
$291.0M → $827.7M▲ +184%
Client mix
| Individuals Other | 820 |
| Individuals High Net Worth | 487 |
| Pension Profit Sharing Plans | 9 |
| Corporations | 5 |
| Charitable Organizations | 3 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 8 advisors
'26 · 9 advisors
'20'26
4 advisors → 9 advisors▲ +125%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.